Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries-Knoxville, Inc.403(b)

GOODWILL INDUSTRIES-KNOXVILLE, INC. TAX SHELTERED ANNUITY PLAN · KNOXVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
1.33%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Goodwill Industries-Knoxville, Inc. reported $15,139 in plan administrative expenses for 2022: 1.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $54 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,398th of 1,496), and 10,868th of 11,911 in health care & social assistance. In 2022, employees put in $3.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,045,383
Participants with balances18
Active participants322
Employer contributions$17,455
Employee contributions$65,536
Employer contribution per active participant$54
Average account balance$58,077
Benefits paid to participants$25,592
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2022
Professional / advisory$15,139
Total administrative$15,139
Employer contributions to the Goodwill Industries-Knoxville, Inc. plan · 2022
Employer contribution per active participant$54
Median for plans this size$1,114

Goodwill Industries-Knoxville, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,139 · 1.33%
Similar plansHealth Care & Social Assistance · Tennessee
Careharmony, Inc. TN$1.2M · 0.13%
New Horizons Corporation TN$1.0M · 1.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620868796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.